Probate certification and business-growth training for real estate professionals

Earn Your Certified Probate ExpertDesignation. Become Your Market’sGo-To Expert for Estate Transactions.

Follow one clear path to CPE certification. Then expand into the prospecting, referral, attorney-relationship, marketing, and specialty skills that fit how you want to grow.

You do not need to choose between competing certification routes. Build the professional foundation first, then choose how you want to generate business.

Not sure which course to take? The redesigned library starts with your goal—not a wall of products.

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The Probate Mastery learning path

Build your foundation. Choose how you’ll grow your business. Get support while you implement.

Start with the Core Curriculum, add at least one Growth Track (bundling Growth Tracks saves money), and use live coaching and Specialty Courses whenever they help you move faster.

1

Earn Your CPE

Complete the five Core Curriculum courses to learn the process, the people, positioning, follow-up, and business planning.

Explore CPE Certification
2

Add a Growth Track

Learn how to create business through direct prospecting, professional referrals, attorney relationships, or inbound marketing.

Compare Growth Tracks
3

Join Mastery Academy

Get live coaching, accountability, role play, implementation support, and eligibility for referral opportunities. Join anytime.

Explore Mastery Academy
+

Add Specialty Courses

Develop a focused capability when an immediate problem or opportunity makes that skill useful.

Browse Specialty Courses
Choose the amount of curriculum

Three ways to get certified.

Every option begins with the five-course Core Curriculum. Add one Growth Track for a focused business-development plan, or add all four for the complete Probate Mastery training system.

The certification curriculum

CPE Certification

5 Core courses13 hours of on-demand trainingBundle price $597

Learn the probate process, understand the people involved, build your professional position, develop your follow-up system, and create your business plan.

  • How Probate Works
  • Understanding Your Probate Prospect
  • Stand Out in Probate: Your Brand & USP
  • Follow-Up and Conversion
  • The Probate Business Blueprint
Explore CPE CertificationView à la carte course options
The complete business curriculum

Complete Probate Business System

5 Core + all 4 Growth TracksApproximately 40 hours of on-demand trainingBundle price $1,997

Combine CPE certification with every business-development method so you can build multiple ways to generate probate opportunities.

Includes every Growth Track:
  • Probate Prospecting
  • Relationships That Refer
  • EARN: Earn Attorney Referrals Now
  • Marketing That Converts
Explore the Complete SystemView à la carte course options
Certified Probate Expert Core Curriculum

Earn your CPE with the five-course Core Curriculum.

Build the professional foundation to understand probate and estate administration, communicate confidently with executors and heirs, follow up effectively, and develop a practical probate business plan.

  • How Probate Works
  • Understanding Your Probate Prospect
  • Stand Out in Probate: Your Brand & USP
  • Follow-Up and Conversion: Turning Leads into Paying Clients
  • The Probate Business Blueprint

Not ready for all five? Each Core course is also available individually.

Probate Mastery Core Curriculum bundle artwork
Your certification foundation

Five courses. One CPE designation.

Start with the complete curriculum or begin with an individual Core course and continue when you are ready.

What is the best probate certification for real estate agents and investors?

Choose training that teaches both probate and how to build the business.

Probate Mastery is by far the most comprehensive probate training program for real estate professionals—whether you are an agent or investor. Other certification programs can do a good job teaching the probate process and a handful of general marketing techniques. Probate Mastery goes further with practical training in positioning, follow-up, business planning, prospecting, professional referrals, attorney relationships, and inbound marketing.

Understand the process

Learn probate and estate administration, authority, family situations, property considerations, and the role of a real estate professional.

Build the business

Add the Growth Track—or every Growth Track—that matches how you want to create conversations, appointments, clients, and referral relationships.

Get live coaching

Join Mastery Academy for weekly coaching, accountability, role play, implementation support, and eligibility for referral opportunities.

Probate Mastery reviews

What real estate professionals say about Probate Mastery.

Read experiences from agents, investors, and Certified Probate Experts who have used Probate Mastery training and coaching.

Probate certification and training FAQs

Questions real estate professionals ask before choosing probate training.

What is the best probate certification for real estate agents and investors?

Probate Mastery is by far the most comprehensive choice for real estate professionals who want to build a real probate business.

Other programs can do a good job teaching the probate process and several general marketing techniques. Probate Mastery goes further by connecting process knowledge to the skills required to serve families, stand out, follow up, and create predictable opportunities.

  • Five Core courses covering probate, the people involved, positioning, follow-up, conversion, and business planning
  • Four optional Growth Tracks for prospecting, professional referrals, attorney relationships, and inbound marketing
  • Live coaching and implementation support available through Mastery Academy

Complete the five Core Curriculum courses and required quizzes to earn the Certified Probate Expert designation. Start with one course, choose a focused bundle, or combine the complete curriculum.

How long does Probate Mastery certification take?

The Certified Probate Expert Core Curriculum includes approximately 13 hours of on-demand training.

Complete all five Core courses and the required quizzes at your own pace. When you finish, request your designation from Probate Mastery support.

After certification, you will join more than 5,500 real estate professionals who proudly call themselves Certified Probate Experts.

Can I take Probate Mastery courses individually?

Yes. You can begin with one Probate Mastery course or save by purchasing a curriculum bundle.

New students can start with “How Probate Works” for free, add individual Core or Specialty Courses as needed, and choose a Growth Track when they are ready to build a specific method for generating business.

If certification is your goal, complete all five Core Curriculum courses and the required quizzes.

What are Probate Mastery Growth Tracks?

Growth Tracks are complete, multi-hour business-development courses that teach you how to generate probate opportunities.

Choose the approach that best fits the way you want to grow:

  • Prospect directly and turn probate data into appointments
  • Build professional and vendor referral relationships
  • Develop attorney relationships that support clients and create referrals
  • Create content and marketing campaigns that generate inbound interest

Each Growth Track stands on its own. Add one to the CPE Core Curriculum or bundle all four into the Complete Probate Business System.

Does Probate Mastery include live real estate coaching?

Yes. Probate Mastery offers weekly coaching through the $97-per-month Mastery Academy membership.

Members receive live coaching, accountability, role play, and implementation support. Agents, investors, and other professionals serving the probate and estate niche may join at any time.

Mastery Academy members are eligible for referral opportunities, but referrals and lead handoffs are never guaranteed.

Where should I start if I am new to probate?

Start with Probate Mastery’s free “How Probate Works” course.

It explains the fundamental probate process, who has authority during estate administration, what families may be navigating, and where inherited real estate fits into the process.

“How Probate Works” is also Course 1 of the Certified Probate Expert Core Curriculum. If you decide to continue, your first step already counts toward the complete certification path.

Take the free course first. Then choose the full CPE Core Curriculum, one Growth Track bundle, or individual courses based on your goals and budget.

Want to speak with a real person about your probate education options?

Schedule a Probate Exploration Call

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